Oct 22, 2026 | Policy & Regulations, Renewable Energy, Smartgrids
Behind the meter, gas is winning the AI power race. The US grid will add a record 86 GW of capacity in 2026, and only 6.3 GW of it is natural gas — a result we read as gas losing back in August. That reading was right about the grid. It missed a second power system...
Oct 22, 2026 | Electric Vehicles, Policy & Regulations
In August 2026, China’s new-energy vehicle sales fell for the eighth month running — down about 10% year on year — while NEV market share hit a record 65.2%. Both numbers are real, and they are not in tension once you see what each one measures. Penetration is a...
Oct 22, 2026 | Electric Vehicles, Policy & Regulations, Trucks
The hardest vehicles in the world to electrify are already going electric — and a growing share of them are being built in China. This week Fortescue shipped its first battery-electric loaders, dozers, graders and water trucks into Western Australia’s Pilbara,...
Oct 22, 2026 | Home Electrification, Policy & Regulations, Renewable Energy, Smartgrids
France has run up roughly 800 hours of negative or zero wholesale electricity prices in 2026, an all-time high — and already more than the whole of 2025 with a quarter of the year still to run. The government’s answer, fleshed out this month, is the right one....
Oct 21, 2026 | Battery Technology, Policy & Regulations, Renewable Energy, Smartgrids
Data centers in the United States are building their own power plants, and roughly three-quarters of that on-site generation is natural gas. The obvious read is that gas has out-competed solar and batteries for the AI boom. It hasn’t. Gas is winning because it...
Oct 21, 2026 | Policy & Regulations, Renewable Energy, Smartgrids
Load factor is your average electricity demand divided by your peak demand over a period — a number between zero and one. A 24/7 data centre runs about 0.88; a restaurant about 0.32. It is the single figure that predicts how much of an electricity bill is demand...
